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Terros Web App Overview

A guide to the Terros web application, covering key features and administrative tools for managing your team.

Helaina Parks avatar
Written by Helaina Parks
Updated over 2 months ago

Logging In

To access the Terros web application, open your web browser and navigate to app.terros.com.

Home Page

After logging in, you will land on the Home Page, which serves as a central dashboard. Here you will find key performance metrics and a greeting to start your day.

Left-Hand Navigation Menu

The left-hand menu provides a central hub for navigating the different sections of the web application. Each section is designed to help you manage specific parts of your workflow.

Calendar

The Calendar section provides a detailed view of your daily, weekly, and monthly schedule. Here you can see your appointments, scheduled meetings, and other key events.

Accounts

This section provides a list of all accounts you have access to. You can view account details, status, and other important information.

Prospecting

The Prospecting section allows you to manage potential leads. You can view and edit prospect details, track your progress, and manage your pipeline.

Teams

The Teams section provides an overview of all the teams within your organization. Here you can view team members and their roles.

Users

In the Users section, you can manage your team members and individual user profiles. This is where you would typically go to view user details, update closer status, and manage their permissions.

Competitions

This section allows you to manage and view all active competitions. You can see leaderboards, track progress, and create new competitions.

Stats

The Stats section provides a detailed breakdown of performance metrics. You can view graphs, charts, and other data to track progress toward your goals.

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